Householder Group Estate & Retirement Specialist’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio XSVM Stock Details XSVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-10,517	Closed	-$567K	–	212
2022 Q1	$567K	Sell	10,517 -1,190	-10%	-$63.6K	0.23%	110
2021 Q4	$631K	Buy	+11,707	New	+$625K	0.24%	108

Other funds holding XSVM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's XSVM Position: Q2 2022 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q2 2022, closing a stake of 10,517 shares — an estimated $567K sold.

Householder Group Estate & Retirement Specialist first reported a position in XSVM in Q4 2021 and held it in 2 quarters. The position peaked at $631K in Q4 2021. 116 funds tracked by Wall St. Rank hold XSVM as of Q2 2022.

Householder Group Estate & Retirement Specialist reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q2 2022 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 10,517 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2022, an estimated $567K.
Householder Group Estate & Retirement Specialist first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2021 and held it in 2 quarters.
Householder Group Estate & Retirement Specialist's Invesco S&P SmallCap Value with Momentum ETF position peaked at $631K in Q4 2021.
116 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2022.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2022, filed 18 Jul 2022.